In the Activity Templates list, create a new record and complete the necessary fields.

Some fields are described in the following table.

Field

Comments

Sales Stage

If you are creating a template of type Opportunity, select the sales stage with which you would like to associate the activity template. When the sales stage is selected, the Sales Method field is automatically filled in.

When this sales stage (and sales method) are specified for an opportunity and Auto Trigger is selected, the activity template is used to automatically populate the Activity Plan view for that opportunity.

Select the type that specifies where you would like the template to be available. For example, select Account if you want to use this template to create activity plans for accounts, or Milestone for TAS customer milestones.

The choices in this drop-down list are configured by using the TEMPLATE_OBJECT_TYPE type in the List of Values. For more information, see Working with Lists of Values.

Sales Method

When the sales stage is selected, the Sales Method field is automatically filled in.

Public

There is no logic associated with this field. You may choose to use it in conjunction with workflows and search specifications.

Auto Trigger

If you are creating a template of type Opportunity, select this field to have the activity plan automatically generated for opportunities with this sales stage.

Click the Activity Template Details view tab.

In the Activity Templates Details list, create a new record and complete the necessary fields.

Some fields are described in the following table.

Field

Comments

Type

The choices in this drop-down list are configured by using the TODO_TYPE type in the List of Values. For more information, see Working with Lists of Values.

Duration

The time needed to complete the activity. This field determines the end time for the activity.